+15.4%
CPB vs UTHR
+8,724.6%
-8,709.2%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.2% | -2.4% | -1.3% |
| 7D | -4.1% | -2.1% | -2.0% | -4.0% |
| 30D | +16.9% | +8.3% | +8.6% | +16.6% |
| 3M | -0.6% | +15.5% | -16.1% | -1.2% |
| 6M | +11.4% | +4.5% | +6.9% | +11.1% |
| YTD | -14.8% | +22.2% | -37.1% | -15.7% |
| 1Y | -24.8% | +29.7% | -54.5% | -25.7% |
| 3Y | -36.6% | +167.3% | -203.9% | -39.5% |
| 5Y | -33.3% | +196.5% | -229.8% | -36.8% |
| 10Y | -40.4% | +369.0% | -409.4% | -44.9% |
| All | +15.4% | +8,724.6% | -8,709.2% | +2.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UTHR.
Daily Out/Under-Performance
Portfolio return minus UTHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UTHR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded UTHR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling